Great opportunity for a an exceptional financial planner to join a leading independent boutique firm in Ottawa. The firm is growing and well known for being a one-stop resource for financial planning and providing innovation and strategic financial solutions for a long-standing, diverse client base.
Our client is committed to :
- Providing an opportunity to develop your financial planning career and provide the mentorship and platform to reach your career goals.
- Provide an existing group of clients to advise and build relationships with.
- Excellent work culture, work life balance and compensation package.
Key responsibilities include :
- Independently advise and serve a wide base of existing clients.
- Maintain and update comprehensive financial plans including retirement, risk management, estate planning, insurance and pension analysis.
- Participate in business development activities including lead generation and client conversion.
- Tackle daily problem solving with agility and creativity.
- Collaborate with others on the Team.
What the successful candidate will bring :
- A university degree with CFO designation.
- 3+ years of financial planning experience.
- Candidates should be CSC or IFIC licensed and have their LLQP license or obtain it within a few months.
- Candidates fully bilingual in French & English will be given preference.
- Deep understanding of financial statements, value vs price and financial markets.
- Strong knowledge of various investment vehicles, asset classes and their role in a financial plan.
- A good understanding of taxation and the Canadian financial industry legislation and regulations.
- A good knowledge of insurance products.
- Proven experience in servicing and maintaining client relationships.
- Experience with CRM tools and MS Office products.
- Candidates with financial planning expertise in a niche market segment will be given preference.
- Demonstrated success in generating new client acquisitions.
- Excellent communication and people skills
In return, you can expect :
- Competitive compensation package including base salary, bonus and retirement plan.
- The opportunity to work alongside and mentor with some of the best financial planners in the industry.
- Rapid professional advancement and great work culture.
Financial Planner
A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. Identify clients’ investment and financing needs in order to draft a personalized financial plan. Business development experience in the ...
Financial Planner, Ottawa
Successfully completed (or working towards) the Personal Financial Planning (PFP®) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner(CFP®) designation. As a Financial Planner, you will focus on developing and deepening client relationships by providing high qual...
Internship Program-Financial Planner
Assist the Financial Planner in the personalized financial planning process. Internship Program – Financial Planner. Eager to find out more about a career as a financial planner?. You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps. ...
Financial Planner - St. Lawrence District
As a Financial Planner you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Be passionate about financial sales as ...
Financial Planner, Gatineau
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing fina...
Financial Planner - Ottawa West
Successfully completed (or working towards) the Personal Financial Planning (PFP®) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner(CFP®) designation. As a Financial Planner, you will focus on developing and deepening client relationships by providing high qual...
Financial Planner (Smyth and St-laurent Branch)
Personal Financial Planner (PFP) designation,. Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Introduces clients to ...
Financial Planner - Ottawa, ON
Successfully completed (or working towards) the Personal Financial Planning (PFP®) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner(CFP®) designation. As a Financial Planner, you will focus on developing and deepening client relationships by providing high qual...
Financial Planner, Investment and Retirement Planning
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, i...
Virtual Financial Planner (Bilingual, French and English)
Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Virtual Financial Planner can offer you all that and much more. As a BMO Virtual Financial Planner you will be part of a collaborative team ...